Managing Items Explanation on beas extended view of Item Master Data Boyum Solutions IT A/S beas Tutorial
TABLE OF CONTENTS 1. INTRODUCTION... 3 2. PROCESS... 3 2.1. Header... 4 2.2. General Tab... 4 2.3. Purchasing Data Tab... 7 2.4. Sales Data Tab... 7 2.5. Inventory Data Tab... 7 2.6. Batch Tab... 8 2.7. Series Tab... 8 2.8. Planning Data Tab... 8 2.9. Calculation Tab... 9 2.10. Properties Tab... 11 2.11. Remarks Tab... 12 2.12. Attachments Tab... 13 2.13. Parameter Tab... 13 2.14. Variant Tab... 14 3. FUNCTIONS... 15 3.1. Delete Button... 16 3.2. Reference Button... 16 3.3. Invent. History Button... 17 3.4. Extended Button... 17 4. FIELD GUIDE... 18 4.1. Header... 18 4.2. General Tab... 18 4.3. Purchasing Data Tab... 25 4.4. Sales Data Tab... 25 4.5. Inventory Data Tab... 25 4.6. Batch Tab... 28 4.7. Series Tab... 28 4.8. Planning Data Tab... 29 4.9. Calculation Tab... 29 4.10. Properties Tab... 31 1
4.11. Remarks Tab... 31 4.12. Attachments Tab... 32 4.13. Parameter Tab... 32 4.14. Variant Tab... 32 5. CONFIGURATION WIZARD... 32 5.1. General Tab... 32 5.2. Inventory Tab... 34 5.3. Batch Tab... 34 5.4. Series Tab... 35 5.5. Planning Tab... 36 5.6. Calculation Tab... 36 5.7. Remarks Tab... 37 5.8. Parameter Tab... 37 5.9. Variants Tab... 38 2
1. INTRODUCTION Item master data on SAP Business One lets you manage all items that you purchase, manufacture, sell, or keep in inventory. Services can also be defined as items, although they are only relevant for sales. For each item, you enter the data relevant for a particular area in SAP Business One, which uses this data for purchasing, sales, production, warehouse management, accounting, and services. In this screen, we can add, update, search, and maintain item data. Beas expands SAP Business One s Item Master Data by including more features for production and inventory management, such as new fields and functions. Beas extended Item Master Data screen can be accessed directly from a SAP Business One Item, or through beas Item Structure screen. This guide will show how to manage items in beas, as well as the tools that beas provides for simplifying the process of creating new items. 2. PROCESS To navigate through item master data, it is essential to understand how to build an item structure. This is actually the first step you should consider doing when implementing beas. This process was designed based on implementation best practices to help you manage specific data used in beas business processes. Building an item structure It is important to understand the correct flow of all master data involved in the process according to the business. The first question to be asked is: What are we producing? It can be: raw material, sub-assembly, or finished good. The second question to be asked is: When are we producing? It will depend on the factory calendar, holidays, and shifts. The third question to be asked is: Where are we producing? It can be individual or multiple resources of: machines, labor, or external operation. The fourth question to be asked is: How are we producing? 3
This question involves two concepts: Routings where we define productivity per resource, setup times, parallel or alternative resources, and bill of materials where we define the recipe or the list of component parts to produce the finished good or sub-assembly. After answering and defining all these master data, beas allows to display everything in one screen called the item structure. In here, the item will have assigned the bill of materials, the routings to produce the item (if applicable) and many other details used in beas processes. When we switch to the beas extended screen (or open the item directly from the item structure screen), the system displays a new screen with more fields. In addition, depending on the item settings, some tabs may be included like Batch, Series, Parameter, and Variant, in addition to the SAP standard tabs. Additionally, there are tabs for: Bill of Materials, Routing, Product Configuration, and Quality Control. These tabs will help the user display all the information from the item structure in one screen, without searching separately for the specific screens. For these tabs, there are additional lessons within unit 8, which give a deeper understanding and knowledge transfer. PATH: Inventory > Item Structure > Double Click an item In this screen, beas displays a list of all items created in the system. ALTERNATIVE PATH: Inventory > Item master data > Right click and choose Item Master Extended 2.1. Header In this section, we navigate through the most relevant fields when creating an item in beas. In the Field Guide section, we include all fields available in the item master data. Besides the standard SAP Business One fields, beas adds the field I-Version to the Item Master Data header. I-Version: Field used to assign an item version if applicable. In other words, the user can assign a new version (that can have different bill of material or routings or different values) for future manufacturing process or use the original version. For more information about version management, please refer to the sessions 11.21 Version Control: Setup and 11.22 Version Control: Usage. 2.2. General Tab Besides the standard SAP Business One fields, beas adds the following fields to the Items Master Data in the General tab: 4
Material Group: beas offers a new grouping possibility with the Material Group field. This group is useful for filtering, searching, production planning, programming (since it is integrated with MRP and APS on the sorting and filtering options), and for the calculation function (a surcharge rate can be linked to each Material Group). MASTER DATA SETUP: Material Groups must be created before they are assigned to items. PATH: Administration > Setup > Inventory > Material Group ALTERNATIVE PATH: Item master data extended screen > Click on the list button right next to Material Group field Cost Center: Field used to assign an existing Cost Center that beas can fill into Journal Entries not related to material transactions, such as Journal Entries created for time receipts and difference postings. 5
Item Administrate by: Although it is a SAP standard field, it is used to define how to use batches or serial numbers for items when creating material issue or material receipt documents. This will have impact on material issue and material receipt in production processes (For more information, please check also Unit 9.3- Materials Issues and Unit 9.4- Production Receipts). For more information please refer to SAP help. Mode of Procurement: Although it is a SAP standard field, it is used also in beas to define the type of item in manufacturing: If it should be produced or purchased. This will have impact on manufacturing definitions such as breakdown (For more information, please refer to lesson 8.3 Breakdown) and or processes such as MRP (For more information, please refer to lesson 8.12 MRP). Also there is more information on the SAP online help. Breakdown: Field used to define bill of materials or a routing s explosion. Breakdown is a very important field related to the Mode of Procurement. For more information, please refer to lesson 8.3, entitled Item Breakdown. IMPORTANT: The pre-calculation function for sales documents will only be available if Mode of Procurement is set as Produce and Breakdown is set as Order Related. Otherwise, it will not be possible to run calculations on sales documents. IMPORTANT: For subassemblies, the setting Storage Related for the Breakdown field provides enhanced functionality. For more information about configuring subassemblies, please refer to the lessons 8.8 (BOM for Discrete Manufacturing) or 8.9 (BOM for Process Manufacturing). Unit BOM: Field used to determine the unit of measure for consuming this item when it is a component of another item s Bill of Materials. This field is useful when an item is stored in a specific Inventory Unit of Measure and consumed in a different Unit of Measure. However, in this situation, a conversion rule needs to be created. For more information about Unit of Measure and conversion rules, please refer to lesson 8.2, entitled Item Units of Measure. IMPORTANT: If this field is empty, beas will not show any decimals in the Item Structure View report. Lot Size / Production: Field used to define the size of the batch to produce. When this field has a value greater than zero and a Work Order is created automatically (from Sales Orders or using MRP), the production positions will be created according to the Lot Size. For example, if Lot Size is set to 100 and a Work Order is created from MRP for the quantity of 1000, beas will create one work order with 10 positions for 100 units each. IMPORTANT: If the Work Order is created manually, beas will not consider the lot size when splitting the position. In this case, on the work order, there is an option to split the position according to the lot size after created. To split the positions, you can right click the position you want to split, select the second tab, and click on "split assembly". For more information, please refer to lesson 8. Work order execution. IMPORTANT: If the Work Order created for the item does not need to be broken down, this field should be zero (standard setting). Any value different from zero will trigger beas to break up the work order positions. 6
Issue Method: Although it is a SAP standard field, it is used also in beas to define the way the item is issued in production: backflushing (automatically) or manually. This will have impact on material issue in production processes. Based on the setup for material issue in beas configuration wizard you can have different scenarios (For more information please also check the Unit 9.3- Materials Issue). Also see more information in SAP help. 2.3. Purchasing Data Tab Beas does not add new fields into the Purchasing Data tab. 2.4. Sales Data Tab Beas does not add new fields into the Sales Data tab. 2.5. Inventory Data Tab Besides the standard SAP Business One fields, beas adds the following fields to the Items Master Data in the Inventory Data tab: Inventory UoM: Field used to define the unit of measure of the item when it is stored. This is a standard SAP Business One field, however it is very important for beas. If this field is left empty, the field Unit BOM will also be empty, and beas will show no decimals in the Item Structure Report and will not display the Unit of Measure field when this material is included into another item s Bill of Materials. Primary Warehouse: Field used to define the warehouse for the item. This is a standard SAP Business One field, but it is very important for beas. If this field is left empty, the functions allocation, backflushing, preassignment, reservation, and MRP may not work correctly. Inventory Level: Set of fields used to define the inventory level required to be ordered and stored. SAP Business One has three fields for determining the optimal inventory levels, Required (reorder point), Minimum, 7
and Maximum. Fields Required and Minimum are considered by MRP for calculating the purchases recommendation. If you need to define these values by Warehouse you have to do it in the Standard SAP Business One Item Master Data window, inventory tab. 2.6. Batch Tab The Batch tab only exists in beas extended Item Master Data screen. This tab is very important to set additional parameters for batch management. Only at Issue: Field used to determine the moment to request a batch number. If this field is checked, beas will only require a batch number in output documents. IMPORTANT: If this field is checked, it will not be possible to manage BIN Locations for the item. For managing BIN Locations, it is mandatory to inform the batch number in the receipt documents. Batch Determination: Field used to define the batch number creation. There are several options in the creation: - Batch Like Material: If this option is selected, beas will create the batch of the finished product with the same number as the batch of the last consumed material. - Automatic Batch Determination: If this option is selected, beas will create a batch number for the item based on the parameter in the configuration wizard. For more information about this setting, please go to the Configuration Wizard. - Enter Batch Manually: If this option is selected, beas will always open a screen where the user can manually input a batch number after an item receipt. Shelf Life in Days: Field used to define the amount of days that will be added to the item s production date for calculating its expiration date. 2.7. Series Tab The Series tab exists only in beas extended Item Master Data screen. This tab is very important to set additional parameters for serial number management. Serial Number: Field used to define the serial number creation. There are several options in the creation: - Automatic Determination of Serial Number: If this option is selected, beas will generate a serial number for the item based on the parameter in the configuration wizard. For more information about this setting, please go to the Configuration Wizard. - Manual Entry of Serial Numbers: If this option is selected, beas will always open a screen where the user can manually input a serial number after an item receipt. Shelf Life in Days: Field used to define the amount of days that will be added to the item s production date for calculating its expiration date. 2.8. Planning Data Tab Besides the standard SAP Business One fields, beas adds the following fields to the Items Master Data in the Planning Data tab: 8
Accumulation: Field used to set how the item s requirements will be displayed in MRP. There are 5 different options: Detail, Day, Week, Month, and Sum. The Detail option will make MRP display all the requirements that are leading to the item s recommendations calculation, while the other options group the values per day, week, month, or in a single total line. IMPORTANT: The more grouped the data is, the less time it takes to calculate MRP. Therefore, when performance is running low for calculating high volumes of data, the option Sum can significantly reduce the calculation time. It is recommended to evaluate, for each item, whether it makes sense or not to display all the requirements in MRP; in most cases, it only makes sense to view the requirements in detail for produced items, while the requirements for purchase items can normally be grouped by day or week. 2.9. Calculation Tab The Calculation tab exists only in beas extended Item Master Data screen. This tab holds important settings and functions for production valuation. 9
Calculation Schema: Field used to set a Calculation Schema for running pre-calculations for the item. For more information about the Calculation Schema, please refer to lesson 11.10 Calculation Schema. Lot Size Calculation: Field used to define a batch size for calculations. Pre-calculations can be executed using predefined batch sizes. Last Purchase Price: Field used to display last purchase price calculated by SAP Business One. This field cannot be changed. Last Calculation Tab: This tab displays the details of the last Batch Calculation. Only available after executing a Batch Calculation process. All Results Tab: This tab shows a list of all Batch Calculations executed for the item. Only available after executing a Batch Calculation process. Calculation Button: Button used to run the calculation function for the item. This button will open a screen for the user to complete the specific parameters for the execution. 10
11 - Calculation Schema: Calculation Schema that will be used for the calculation process. - Lot Size: Batch size used as reference for the calculation process. - Material Valuation: Field used to determine the source for the direct material costs. For more information about this setting, please go to the Configuration Wizard. - Material Valuation 2: Field used to determine the source for the direct material costs in case any of the direct material costs is not found in the source set in Material Valuation. For more information about this setting, please go to the Configuration Wizard. - One Step: If this field is unchecked, beas will detail the calculation of the semi-finished items included into the finished item s structure. If it is checked, beas will consider the semi-finished items as raw materials and will not calculate cost of including the raw material used to produce the semi-finished item. Therefore, you only get the current cost according to the defined Material Valuation. - Display Per: This field has three different settings, and each setting determines how beas will display the calculated costs. If the field is set to Display per Piece, beas will display the calculated values for one piece. If it is set to Display per Lot Size, beas will display the calculated values for the amount of pieces set in the field Lot Size. If it is set to Display per, beas will show a new field for the user to input the quantity of pieces to display the calculated values. - I-Version: Field used to select a specific item version for running the calculation process, if applicable. - Variant: Field used to select a specific variant for running the calculation process, if applicable. - Product Configuration: Field used to select a specific product configuration for running the calculation process, if applicable. 2.10. Properties Tab
Beas does not add new fields into the Properties tab. 2.11. Remarks Tab Besides the standard SAP Business One field, beas adds the following fields to the Items Master Data in the Remarks tab: Long Description: Field used for long description of the item. This field can also be printed on sales documents. It is possible to input the long description in RTF format. For more information about this setting, please go to the Configuration Wizard. IMPORTANT: SAP Business One cannot read RTF format. If long description is entered in RTF format, it can only be displayed in beas layouts and documents. Documents: In this tab, it is possible to attach any number of documents into the Item Master Data. To attach a new document: a. Click on New b. Click on the Choose File button to select the attachment To remove an attachment: a. Select the attachment you wish to remove b. Click on the Delete button Attachments can be viewed by clicking the Open button in the document tab. IMPORTANT: In order for every SAP user to have access to the attachments, it is necessary to place the attachments in a shared folder and give the users rights to access the folder. Beas only creates a link to the attached file. 12
2.12. Attachments Tab The Attachments tab is used to attach images and documents to the items. Only three files can be attached, one file per field. Right next to each field, there are three buttons: - The camera button enables the user to select a picture or document to attach. - The camera marked with an X button removes the attachment. - The document illustrating a document with a magnifying glass opens the attachment. All attachments included in this tab will be available at the FDC Terminal. For more information about the FDC Terminal, please refer to lesson 11.27 Terminal. 2.13. Parameter Tab The Parameter tab exists only in beas extended Item Master Data screen. It is used to include additional information to the items. The information can be used in reports or in customizations for variant production. For example, parameters can include nutrition information for food items, or alloy percentage composition for metals. When creating a Work Order document for an item that contains parameters, all parameters are copied into it. To enable this tab, it has to be set directly on the configuration wizard. For more information about this setting, please go to the Configuration Wizard. 13
New: Button used to create a new parameter. Each parameter contains three fields: - Sortid: ID used for sorting the parameters - Parameter: Name of the parameter - Contents: Field used to store the value for the parameter Delete: Button used to delete the selected parameter Delete: All: Button used to delete all the visible parameters. To select a specific range of parameters to delete, it is possible to right click on the column with the values that will be filtered, add the values to the filter, and then click in the Delete: All button. Copy: From: Button used to copy all the parameters from another item. After clicking this button, beas will open a screen for the user to input the name of the item from which the parameters will be copied. Window Settings: Button used to define settings for a column; visible, changeable, bold, italic, and color. 2.14. Variant Tab 14
The Variant tab exists only in beas extended Item Master Data screen. This tab is used to create a simple and limited version control for the items. There can be up to 26 variants for each item. For more information about how the variants can be integrated into Bill of Materials or Routings, please refer to lessons 8.6/8.7 Routing and 8.8/8.9 Bill of Materials. To enable this tab, it has to be set directly on the configuration wizard. For more information about this setting, please go to the Configuration Wizard. IMPORTANT: For example, variants can be used to create distinct Bill of Materials and Routings for an item but, after the item is produced, it is impossible to identify how much of the stock belongs to each variant, even if the item is batch or serial numbers controlled. 3. FUNCTIONS Certain functions can be executed directly from the beas Extended Item Master Data screen. In order to edit an item, the authorization "Edit Items" is required. 15
3.1. Delete Button This button is used to erase the current opened item. 3.2. Reference Button This button is used to display a report that contains all documents, like sales ordes, work orders or purchases orders and all master data related to the item. This button will open a new screen where the information is displayed. For example, in this screen, it is possible to see if the item is included in work orders, calculations, or if it is included in a bill of materials. 16
3.3. Invent. History Button This button is used to display the inventory history of the item. This button will open a new screen where the information is displayed. For more information about the inventory history report, please refer to lesson 10.5 Inventory Reports. 3.4. Extended Button 17
This button is used to open the Item Master Data screen from SAP Business One or the Standard Bill Or Materials screen if it was used by the customer. 4. FIELD GUIDE In this section, there are all parameters and settings available in the item master. 4.1. Header Besides the standard SAP Business One fields, beas adds the field I-Version to the Item Master Data header. Version: Field used to assign an item version if applicable. For more information about version management, please refer to I-version. 4.2. General Tab Besides the standard SAP Business One fields, beas adds the following fields to the Items Master Data in the General tab: 18
Match Code: Field used for increasing the searching possibilities. This field can be used for filtering and searching in several beas screens. DIN: Field used to document the DIN numbers that identify the item, if the item is a standard part and registered in a standardization institute. Drawing No.: Field used to add the technical drawing number. This field can be used for filtering and searching in several beas screens. Raw Material: This field has two purposes: a. Field used to assign the raw material from which the item is made. Master Data Setup: Raw materials must be created before being assigned items. PATH: Administration > Setup > Inventory > Raw Material ALTERNATIVE PATH: Item master data extended screen > Click in the list button right next to Raw Material field 19
b. In some cases, this field is used to define a value for density dimension. This dimension is used for unit of measure conversion. For example, converting BOM unit into inventory unit or a conversion from kilograms to liters depending on the type of raw material. If you have oil, it can be a different conversion factor to water when calculating the weight. For this, you can have oil and water in this raw material table with different conversion factors. For more information, please refer to document 8.2 Item master data unit of measure. To define density as a dimension in the raw material, please activate it in the configuration wizard. For more information about this setting, please go to the Configuration Wizard. Employee: Field used to assign the employee responsible for maintaining this item s Master Data, if applicable. Material Group: Beas offers a new grouping possibility with the Material Group field. For more information, please refer to Material Group. Cost Center: Field used to assign an existing Cost Center that beas can fill into Journal Entries not related to material transactions, such as Journal Entries created for time receipts and difference postings. Item Administrate by: Although it is a SAP standard field, it is used to define how to use batches or serial numbers for items when creating material issue or material receipt documents. This will have impact on material issue and material receipt in production processes (For more information, please check also Unit 9.3- Materials Issues and Unit 9.4- Production Receipts). For more information please refer to SAP help. Mode of Procurement: Although it is a SAP standard field, it is used also in Beas to define the type of item in manufacturing: If it should be produced or purchased. For more information, please refer to Mode of Procurement. 20
Breakdown: Field used to define bill of materials or routing s explosion. For more information, please refer to Breakdown. Administration: Field used to determine how beas will handle the item versions. For more information about version management, please refer to the sessions 11.21 Version Control: Setup and 11.22 Version Control: Usage. Unit BOM: Field used to determine the unit of measure for consuming this item when it is a component of another item s Bill of Materials. For more information about Unit of Measure, please refer to UnitBOM. Spec.Weight: This field can be used as a conversion field between consumption unit and warehouse unit. For more information, please refer to lesson 8.2 Item Unit of measure. This field will only be visible if the setting is active in the configuration wizard. For more information about this setting, please go to the Configuration Wizard. Lot Size / Production: Field used to define the size of the batch to produce. For more information, please refer to Lot Size / Production. Issue Method: Although it is a SAP standard field, it is used also in beas to define the way the item is issued in production: backflushing (automatically) or manually. For more information, please refer to Issue Method. Cut-Off (%): Only available when Mode of Procurement is defined as Buy. This field is used to define a percentage of the material that is wasted when it is used as raw material for production. For example, if Cut-Off (%) is set to 10 and the item is linked to a Bill of Material with the quantity of 50, beas will change the quantity to 55 in the position when a Work Order is created ( 50 from Bill of Materials plus 5 from 10% cut-off rate). Cut-Off (%) will also be considered while calculating cost in the pre-calculation functionality. Scrap (%): Only available when Mode of Procurement is defined as Produce. This field is used to define a percentage of the produced item that is wasted during production, thus requiring more materials to make the same quantity. For example, if Scrap (%) is set as 10, beas will increase the quantities of all required materials by 10%. Scrap (%) is also valid to calculate cost in the pre-calculation functionality. Additionally the system will calculate more time to produce based on the Scrap rate. For example: When calculating 10% Scrap rate on production item, beas will also calculate 10% more time for production as the image below: 21
IMPORTANT: Beas will not change the planned quantity to be received of the produced item, it will only change the material requirements planned quantity to be consumed from the bill of material. Beas allows to open a cancellation screen from the issued materials, right after issued, to be received in a different warehouse. This is used for scrap management. For more information about this setting, please go to the Configuration Wizard. Cut-Off Table: Only available when Mode of Procurement is defined as Buy. This field is used to define a percentage of the material that is wasted when it is used as raw material for production. If the cut-off rate is not constant, it is possible to define variable cut-off rates (or fix cut-off amounts) according to the quantities used. 22
SETUP: The steps to create a Cut-Off Table are: a. Click on the list button right next to the Cut-Off Table field b. Click on New and type a name in the Cut-Off field and description in the Description field c. Click on the Update button d. Double click the newly created row and click in New e. Set the quantities interval on the fields From and To respectively f. Add the Cut-Off rates or fix amounts related to this interval: field Percent for rate and field Quantity for fix amount Scrap Table: Only available when Mode of Procurement is defined as Produce. This field is used to define a percentage of the produced item that is wasted during production, thus requiring more materials to make the same quantity. If the scrap rate is not constant, it is possible to define variable scrap rates (or fix scrap amounts) according to the produced quantities. 23
SETUP: To create a scrap Table: a. Click in the list button right next to the Scrap table field b. Click in New and type a code in the Cut-Off field and description in the Description field c. Click in the Update button d. Double click the newly created line and click on New e. Set the quantities interval on the fields From and To respectively f. Add the scrap rates or fixed amounts related to this interval: field Percent for rate and field Quantity for fix amount Phantom Item: Field used to categorize an item as a phantom item. Phantom items are non-warehouse items that work as a group of components or operations, which can be linked to other produced items. For example, a company produces different laptops as finished good, and all different laptop models use the same set of cables: monitor connector, power connector, HDMI cable. It will be easier to group the set of cables as a phantom item in beas, so you will not have to assign the cables to each bill of material separately. To do so, we have to create the bill of materials with all required cables (please refer to the lessons 8.8 - BOM for Discrete Manufacturing or 8.9 - BOM for Process Manufacturing for more information), and link the phantom item as a component of all laptop models. After creating a Work Order, beas will only include the phantom item structure (Bill of Materials and Routing) and not the item as an assembly. Withdrawal Document: Field used to include the withdrawal document number. Only for information, does not have any function in beas. Made-to-Order: Only for information, does not have any function in beas. Allocate: Field used to define if an allocation should take place. If this checkbox is marked, the item has to be allocated to a specific warehouse in order to be available for consumption in a Work Order. For more information about the Allocation function, please refer to the lesson 11.17 Allocation System. 24
Release Production: Field used to control the availability of the item for production. If it is checked, it will be possible to create Work Orders for the item. On the contrary, if this is unchecked, the work order creation will be blocked. This field helps when the company wants to keep the item as active (for selling the remaining stock), but will no longer produce it. 4.3. Purchasing Data Tab Beas does not add new fields into the Purchasing Data tab. 4.4. Sales Data Tab Beas does not add new fields into the Sales Data tab. 4.5. Inventory Data Tab Besides the standard SAP Business One fields, beas adds the following fields to the Items Master Data in the Inventory Data tab: Inventory UoM: Field used to define the unit of measure of the item when it is stored. For more information, please refer to Inventory UoM. Primary Warehouse: Field used to define the warehouse for the item. For more information, please refer to Primary Warehouse. Inventory Level: Set of fields used to define the inventory level required to be ordered and stored. For more information, please refer to Inventory Level. 25
Warehouse Rule: Field used to assign a specific warehouse depending on the conditions defined. Warehouse Rules are groups of rules for automating the determination of warehouses for three different operations: production, quality control release, and quality control blocking. SETUP: PATH: Administration > Setup > Inventory > Warehouse Rules. To create a Warehouse Rule: a. Click on New b. Select the Type: Group, which can be assigned to several items, or Item, that is linked directly to a single item c. Define a name for the Warehouse Rules group. This only applies if Doc.Type is set to Group d. Type a Description for the Warehouse Rule e. Click in the tab Rules and click in New to create the rules f. Type a name and description for the rule on the fields Rule and Description respectively g. Under Doc.type, select the rule type, and set the target Warehouse for the Warehouse Rule 26
Depending on the Doc.type selected, more fields are available: - QC Order Release / QC Order Block: QC Warehouse: Field used to define the QC warehouse. The warehouse rule functionality will only apply if the source QC Warehouse is the one set in this field Primary Warehouse: Field used to define the primary warehouse. The warehouse rule functionality will only apply if the item s Primary Warehouse is the one set in this field Customer: Field used to define the customer. The warehouse rule functionality will only apply if the Work Order was created for the customer specified in this field Project: Field used to define the project. The warehouse rule functionality will only apply for the project specified in this field - QC Order Block: Only Issue: Field used to manage transfers depending on the condition. If this field is checked, it will not be possible to transfer products from the QC Warehouse to the general Warehouse when QC is set as Scrap, only a Manual Issue can be created. This option is not recommended if you do not want to issue the blocked materials immediately - Create Work Order: Primary Warehouse: Field used to define the primary warehouse. The warehouse rule functionality will only apply if the item s Primary Warehouse is the one set in this field Customer: Field used to define the customer. The warehouse rule functionality will only apply if the Work Order was created for the customer specified in this field 27
Project: Field used to define the project. The warehouse rule functionality will only apply for the project specified in this field Only with QC: Field used to determine the work order creation based on QC inspection plan. If this field is checked, the warehouse rule functionality will only apply if the item has a QC Inspection Plan assigned to it for the Production document type in the item master data IMPORTANT: Using warehouse rules is the only way to automatically use a warehouse different from the primary warehouse for production, especially in cases where the primary warehouse is a general warehouse, and the item should be produced and sent to a quality control warehouse. 4.6. Batch Tab The Batch tab only exists in beas extended Item Master Data screen. This tab is very important to set additional paremeters for batch management. Only at Issue: Field used to determine the moment to request a batch number. For more information, please refer to Only at Issue. Batch Determination: Field used to define the batch number creation. For more information, please refer to Batch Determination. Shelf Life in Days: Field used to define the amount of days that will be added to the item s production date for calculating its expiration date. 4.7. Series Tab The Series tab exists only in beas extended Item Master Data screen. This tab is very important to set additional parameters for serial number management. Serial Number: Field used to define the serial number creation. For more information, please refer to Serial Number. Shelf Life in Days: Field used to define the amount of days that will be added to the item s production date for calculating its expiration date. 28
4.8. Planning Data Tab Besides the standard SAP Business One fields, beas adds the following fields to the Items Master Data in the Planning Data tab: Accumulation: Field used to set how the item s requirements will be displayed in MRP. For more information, please refer to Accumulation. Priority: Field used for sorting the results in MRP screen after the MRP scenario is calculated. It is possible to set if higher priorities correspond to higher or lower numbers, ascending for lower numbers and descending for higher numbers. For more information about this setting, please go to the Configuration Wizard. MPS: Field used to determine if the item should be taken into account in the Master Production Schedule. For more information about the MPS function, please refer to lesson 8.16 MRP Basic Setup. 4.9. Calculation Tab The Calculation tab exists only in beas extended Item Master Data screen. This tab holds important settings and functions for production valuation. 29
Calculation Schema: Field used to set a Calculation Schema for running pre-calculations for the item. For more information about the Calculation Schema, please refer to Calculation Schema. Lot Size Calculation: Field used to define a batch size for calculations. Pre-calculations can be executed using predefined batch sizes. Calculation Price: Field used to manually include a price to be used as reference for postings and calculations. However, after running a Batch Calculation process, beas updates this field with the actual calculation value. For more information about Batch Calculation, please refer to lesson 11.13 Batch calculation. Last Purchase Price: Field used to display last purchase price calculated by SAP Business One. This field cannot be changed. Last Movement: Field used to display the date of the last stock transaction for the item. This field cannot be changed. Last Valuated Price: Field used to display last price calculated using the Inventory Valuation Report from SAP Business One. This field cannot be changed. Last Valuation: Field used to display the date of the last execution of the Inventory Valuation Report. This field cannot be changed. Average Price: Field used to display the current average price determined by SAP Business One. This field cannot be changed. Last Calculation Tab: This tab displays the details of the last Batch Calculation. Only available after executing a Batch Calculation process. 30
Detail Tab: This tab displays detailed results of the last Batch Calculation, showing the Calculation Schema lines. Only available after executing a Batch Calculation process. Chart MargCosts Tab: This tab displays a graphic with the history of Batch Calculations, showing the representativeness of direct material and marginal production costs over the calculation prices. Only available after executing a Batch Calculation process. Chart Full Costs Tab: This tab displays a graphic with the history of Batch Calculations, showing the representativeness of direct material and full production costs over the calculation prices. Only available after executing a Batch Calculation process. All Results Tab: This tab shows a list of all Batch Calculations executed for the item. Only available after executing a Batch Calculation process. Price List: Button used to display the prices of the item for all Price Lists. Calculation: Button used to run the calculation function for the item. For more information, please refer to Calculation. 4.10. Properties Tab Beas does not add new fields into the Properties tab. 4.11. Remarks Tab Besides the standard SAP Business One field, beas adds the following fields to the Items Master Data in the Remarks tab: 31
Long Description: Field used for long description of the item. For more information, please refer to Long Description. Foreign Language: Field used for long description in foreign language for the item. For more information, please refer to Foreign Description. Pur. Order Description: Field used for long descriptions that can be added into layouts for printing documents. For more information, please refer to Pur. Order Description. Documents: In this tab, it is possible to attach any number of documents into the Item Master Data. For more information, please refer to Documents. 4.12. Attachments Tab The Attachments tab is used to attach images and documents to the items. Fore more information, please refer to Attachments tab. 4.13. Parameter Tab The Parameter tab exists only in beas extended Item Master Data screen. For more information, please refer to Parameter tab. 4.14. Variant Tab The Variant tab exists only in beas extended Item Master Data screen. For more information, please refer to Variant tab. 5. CONFIGURATION WIZARD In this section, there are all parameters and settings from the configuration wizard that impact fields in the item master data. 5.1. General Tab Besides the standard SAP Business One fields, beas adds the field I-Version to the Item Raw Material: Configuration Wizard: Raw materials can be used to determine the item s density (used to calculate Unit of Measure s conversion rules). To do so, please uncheck the box for the setting Spec. Weight by Item. PATH: Master Data > Item > Display > Item Master 32
When this setting is unchecked, the column Density will be available in the Raw Material screen. Spec. Weight: CONFIGURATION WIZARD: This field will only be visible if the setting Spec. Weight by Item is checked. PATH: Master Data > Item > Display > Item Master Scrap: CONFIGURATION WIZARD: PATH: Production > FDC > View Time Receipts > Post back scrap material 33
5.2. Inventory Tab N/A 5.3. Batch Tab Batch Determination: CONFIGURATION WIZARD: PATH: Production > Material posting > Backflushing > Automatic batch issue by 34
5.4. Series Tab Serial Number: CONFIGURATION WIZARD: PATH: Production > Material posting > Backflushing > Also post serial numbers 35
5.5. Planning Tab Priority: CONFIGURATION WIZARD: PATH: Materials Management > MRP Wizard > Calculation > Priority Control 5.6. Calculation Tab Calculation Button - Material Valuation: CONFIGURATION WIZARD: PATH: Calculation > Precalculation > Pricing > Material Pricing - Material Valuation 2: 36
- CONFIGURATION WIZARD: - PATH: Calculation > Precalculation > Pricing > Material Pricing 2 5.7. Remarks Tab Long Description: CONFIGURATION WIZARD: To do this, it is necessary to activate the flag. PATH: Master Data > Item > Display > Item Master > Use RTF-Fields 5.8. Parameter Tab 37
CONFIGURATION WIZARD: The Parameter tab is only visible if the parameters is active. PATH: Master Data > Item > Display > Item Master > Manage Parameter 5.9. Variants Tab CONFIGURATION WIZARD: The Variant tab is only visible if the variants are active. PATH: Master Data > Item > Variant > Variants per Item 38